Powerful New Features

Invoices for OID: You'll see the Order ID you're viewing invoices for indicated in the upper left.

Send Invoice:This tab displays the screen for sending your invoices.

Sent Invoices: If you click this tab, you can see any invoices that have been sent.

Invoice: This dropdown lets you select your invoice template. (it will default to whichever you have selected as your default invoice under Settings -- Office Settings -- Interacting with my Clients and Agents -- Invoice Templates)

Due: This dropdown is where you can set what you want the Due box to display.

Show as Paid: Checking this box will force the invoice to show as paid (and unchecking will not show it as paid) regardless of actual order status.

Payor: This dropdown lets you select a payor if it's going to be different than your template default.

About Order: This box gives you an overview of the order information and has a button to view the order overall.

Total Fee: Paid/Unpaid This is an indicator on the order view area to tell you the current paid status of the order.

Email this invoice to: These boxes let you choose recipients for the invoice. Clicking the + symbol by the To: Cc: or Bcc: fields will let you select any person or contact from that order (clients, agents, escrow, insurance, or custom contacts!) to email the invoice to.

Attach as PDF file: This checkbox will send the Invoice as an attachment to an email when you hit Send Invoice (item 14) with it checked.

Email Message: This text field is for you to add a personalized message to the recipient within the email body. It's not a mandatory field.

Email template: Using this drop-down menu you can select the message to be sent to the invoice recipient.

SMS this invoice to: You can enter mobile numbers you want to text your invoice link to. (does not support the Attach as PDF checkbox). Clicking the + sign lets you select contacts from the order to text the invoice to.

Preview Area: this is a scrollable box that shows you a preview of the invoice as it will look before you send or save it. It will update in real-time with any changs you make in the options area.

Send Invoice: This is the button you'll click to actually send the invoice.

View PDF: This button will generate a PDF of your invoice.

Print: This button will trigger your browser's print dialogue so you can print a copy of the invoice directly.

Close: Closes the invoice dialogue.

Name: You can see the name of the invoice template that was sent for each entry.

Email Recipients: You can see the email addresses listed here that an invoice was sent to.

SMS Recipients: This will display the phone numbers for each recipient of the invoice if it's sent via SMS.

Sent: This is where you'll see the date and time an invoice was sent, as well as who sent it.

Info: Click the blue i icon next to an invoice to view that invoice as it was sent out.

Revoke and Restore Access: Use these buttons to disable and re-enable access to a particular invoice sent from the order.

If an invoice is revoked you'll see who revoked it, and when, under the name of the invoice.

Print: Triggers a dialogue window in their web browser to print the invoice out.

Download PDF: Downloads a PDF version of the invoice.

Email Us: Triggers a send email command so they don't have to type in your office email address.

Call Us: Triggers a phone call command so they don't have to type in your office phone number (most effective on smart phones)

Invoice: Here you'll see the names of the templates used in each invoice that is sent out.

Amount: you can see how much is owed in each invoice.

View: You can click these buttons to view each invoice.

Call Us/Email us: Click these buttons to email or call the office.